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Add stock plan test data to acme_holdings_limited sample#136

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feat/plan-security-test-data-sample
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Add stock plan test data to acme_holdings_limited sample#136
JSv4 wants to merge 1 commit intomainfrom
feat/plan-security-test-data-sample

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@JSv4 JSv4 commented Mar 27, 2026

Summary

  • Adds two stock plans to the acme_holdings_limited sample dataset (2019 Stock Option Plan, 2023 Equity Incentive Plan)
  • Adds pool adjustments (plan 1 increased to 2.5M shares, plan 2 decreased to 400K)
  • Adds plan security lifecycle transactions: issuances, acceptance, cancellation, retraction
  • Adds return-to-pool event after cancellation
  • Updates manifest to reference new StockPlans.ocf.json
  • Fixes the existing gap where equity compensation issuances reference stock_plan_01 but no stock plan object existed

Stack

PR 1/6 — base of the stack. Merge this first.

Test plan

  • All existing tests still pass
  • Sample data can be validated by loading with readOcfPackage

Closes #65

Adds two stock plans, pool adjustments, plan security lifecycle
transactions, and return-to-pool events to the existing sample dataset:

- stock_plan_01: 2019 Stock Option Plan (2M shares, increased to 2.5M)
- stock_plan_02: 2023 Equity Incentive Plan (500K shares, decreased to 400K)
- Plan security issuances for janeCTO and emilyEmployee from plan 2
- Acceptance, cancellation, retraction lifecycle transactions
- Return to pool after cancellation
- Updates manifest to reference new StockPlans.ocf.json
@JSv4 JSv4 force-pushed the feat/plan-security-test-data-sample branch from 3c9c4e0 to 6ef670e Compare March 27, 2026 16:17
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Create initial test data set for stock plan transactions

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